Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
ISHARES TR (ITOT) | 3,623,628 | -918 | $381,297 |
ITOT | 3,623,628 | -918 | $381,297 |
ISHARES TR (AGG) | 2,744,117 | +23,218 | $272,020 |
AGG | 2,744,117 | +23,218 | $272,020 |
GOLDMAN SACHS ETF TR (GSLC) | 1,991,576 | -99 | $186,829 |
GSLC | 1,991,576 | -99 | $186,829 |
ISHARES TR (IUSB) | 3,356,451 | +26,557 | $154,631 |
IUSB | 3,356,451 | +26,557 | $154,631 |
GOLDMAN SACHS ETF TR (GSIE) | 4,119,057 | +35,096 | $134,528 |
GSIE | 4,119,057 | +35,096 | $134,528 |
VANGUARD INDEX FDS (VXF) | 631,432 | +2,784 | $103,820 |
VXF | 631,432 | +2,784 | $103,820 |
SPDR SER TR (SPLG) | 1,765,062 | -598,558 | $98,667 |
SPLG | 1,765,062 | -598,558 | $98,667 |
ISHARES TR (LRGF) | 2,030,640 | +3,924 | $98,059 |
LRGF | 2,030,640 | +3,924 | $98,059 |
ISHARES TR (IEFA) | 1,367,961 | -38,923 | $96,100 |
IEFA | 1,367,961 | -38,923 | $96,100 |
GOLDMAN SACHS ETF TR (GEM) | 3,000,482 | +32,532 | $92,084 |
GEM | 3,000,482 | +32,532 | $92,084 |
ISHARES TR (IJR) | 802,575 | +24,865 | $86,879 |
IJR | 802,575 | +24,865 | $86,879 |
ISHARES TR (IVV) | 162,278 | -27,678 | $77,509 |
IVV | 162,278 | -27,678 | $77,509 |
ISHARES INC (IEMG) | 1,352,967 | -9,860 | $68,220 |
IEMG | 1,352,967 | -9,860 | $68,220 |
ISHARES TR (USHY) | 1,862,478 | +27,862 | $67,701 |
USHY | 1,862,478 | +27,862 | $67,701 |
INVESCO ACTVELY MNGD ETC FD | 4,929,346 | +189,884 | $65,560 |
PDBC | 4,929,346 | +189,884 | $65,560 |
ISHARES TR (EMB) | 616,419 | +10,355 | $54,684 |
EMB | 616,419 | +10,355 | $54,684 |
VANGUARD TAX MANAGED FDS (VEA) | 1,026,248 | -178,240 | $49,005 |
VEA | 1,026,248 | -178,240 | $49,005 |
VANGUARD INDEX FDS (VOO) | 84,411 | -3,092 | $36,871 |
VOO | 84,411 | -3,092 | $36,871 |
SPDR SER TR (SPTM) | 480,995 | -37,355 | $26,945 |
SPTM | 480,995 | -37,355 | $26,945 |
SPDR SER TR (SPAB) | 943,121 | -265,908 | $23,790 |
SPAB | 943,121 | -265,908 | $23,790 |
ISHARES TR (USXF) | 507,400 | +67,714 | $20,205 |
USXF | 507,400 | +67,714 | $20,205 |
VANGUARD SCOTTSDALE FDS (VONE) | 92,789 | -33,611 | $20,130 |
VONE | 92,789 | -33,611 | $20,130 |
VANGUARD INTL EQUITY INDEX F (VWO) | 487,915 | -64,771 | $20,007 |
VWO | 487,915 | -64,771 | $20,007 |
VANGUARD MUN BD FDS (VTEB) | 387,900 | -17,006 | $19,802 |
VTEB | 387,900 | -17,006 | $19,802 |
ISHARES TR (EAGG) | 392,689 | +54,690 | $18,747 |
EAGG | 392,689 | +54,690 | $18,747 |
SPDR INDEX SHS FDS (SPDW) | 502,977 | -39,899 | $16,642 |
SPDW | 502,977 | -39,899 | $16,642 |
SPDR INDEX SHS FDS (SPEM) | 445,940 | -43,483 | $15,967 |
SPEM | 445,940 | -43,483 | $15,967 |
ISHARES TR (MUB) | 141,778 | -75,190 | $15,366 |
MUB | 141,778 | -75,190 | $15,366 |
ISHARES TR (EUSB) | 338,471 | +38,525 | $14,642 |
EUSB | 338,471 | +38,525 | $14,642 |
DBX ETF TR (USSG) | 302,511 | +43,798 | $13,383 |
USSG | 302,511 | +43,798 | $13,383 |
VANGUARD CHARLOTTE FDS (BNDX) | 244,673 | +12,186 | $12,078 |
BNDX | 244,673 | +12,186 | $12,078 |
VANGUARD BD INDEX FDS (BSV) | 147,191 | +10,381 | $11,337 |
BSV | 147,191 | +10,381 | $11,337 |
VANGUARD INDEX FDS (VTI) | 46,919 | -4,869 | $10,642 |
VTI | 46,919 | -4,869 | $10,642 |
VANGUARD SCOTTSDALE FDS (VTWO) | 124,823 | -21,340 | $10,123 |
VTWO | 124,823 | -21,340 | $10,123 |
SCHWAB STRATEGIC TR | 191,712 | +608 | $9,732 |
SCHB | 191,712 | +608 | $9,732 |
ISHARES TR (DMXF) | 147,693 | +22,313 | $9,435 |
DMXF | 147,693 | +22,313 | $9,435 |
ISHARES TR (ESML) | 232,581 | +31,140 | $8,840 |
ESML | 232,581 | +31,140 | $8,840 |
SCHWAB STRATEGIC TR | 322,121 | +63,446 | $7,985 |
SCHE | 322,121 | +63,446 | $7,985 |
SCHWAB STRATEGIC TR | 213,181 | +18,424 | $7,879 |
SCHF | 213,181 | +18,424 | $7,879 |
VANGUARD BD INDEX FDS (BIV) | 102,233 | +5,722 | $7,808 |
BIV | 102,233 | +5,722 | $7,808 |
SCHWAB STRATEGIC TR | 150,855 | +19,830 | $7,033 |
SCHZ | 150,855 | +19,830 | $7,033 |
VANGUARD BD INDEX FDS (BND) | 88,371 | +8,082 | $6,513 |
BND | 88,371 | +8,082 | $6,513 |
ISHARES TR (QUAL) | 44,027 | +1,707 | $6,478 |
QUAL | 44,027 | +1,707 | $6,478 |
ISHARES TR (IJS) | 61,373 | +61,373 | $6,326 |
IJS | 61,373 | +61,373 | $6,326 |
SPDR SER TR (SPYV) | 133,642 | +133,642 | $6,232 |
SPYV | 133,642 | +133,642 | $6,232 |
ISHARES INC (ESGE) | 189,969 | +27,959 | $6,090 |
ESGE | 189,969 | +27,959 | $6,090 |
ISHARES TR (EFV) | 112,591 | -12,810 | $5,866 |
EFV | 112,591 | -12,810 | $5,866 |
ISHARES TR (HYXF) | 123,959 | +18,298 | $5,637 |
HYXF | 123,959 | +18,298 | $5,637 |
ISHARES TR (IWB) | 21,580 | -832 | $5,577 |
IWB | 21,580 | -832 | $5,577 |
VANGUARD SCOTTSDALE FDS (VMBS) | 118,791 | +1,869 | $5,507 |
VMBS | 118,791 | +1,869 | $5,507 |
ISHARES TR (MBB) | 55,424 | +1,528 | $5,214 |
MBB | 55,424 | +1,528 | $5,214 |
VANGUARD BD INDEX FDS (BLV) | 69,493 | +2,259 | $5,183 |
BLV | 69,493 | +2,259 | $5,183 |
ISHARES TR (IWY) | 26,029 | +26,029 | $4,561 |
IWY | 26,029 | +26,029 | $4,561 |
ISHARES TR (TFLO) | 85,937 | -2,692 | $4,337 |
TFLO | 85,937 | -2,692 | $4,337 |
ISHARES TR (SHY) | 52,844 | +1,648 | $4,317 |
SHY | 52,844 | +1,648 | $4,317 |
ISHARES TR (TIP) | 38,148 | -4,754 | $4,086 |
TIP | 38,148 | -4,754 | $4,086 |
SPDR SER TR (SPTS) | 134,676 | -9,817 | $3,884 |
SPTS | 134,676 | -9,817 | $3,884 |
ISHARES TR (TLT) | 37,136 | +3,399 | $3,672 |
TLT | 37,136 | +3,399 | $3,672 |
INVESCO EXCH TRADED FD TR II (QQQM) | 21,416 | -15,880 | $3,609 |
QQQM | 21,416 | -15,880 | $3,609 |
ISHARES TR (EFG) | 36,909 | -16,725 | $3,575 |
EFG | 36,909 | -16,725 | $3,575 |
ISHARES TR (INTF) | 123,895 | +1,529 | $3,473 |
INTF | 123,895 | +1,529 | $3,473 |
ISHARES TR (ESGU) | 31,981 | +3,018 | $3,355 |
ESGU | 31,981 | +3,018 | $3,355 |
INVESCO EXCH TRADED FD TR II (PCY) | 156,812 | +5,062 | $3,233 |
PCY | 156,812 | +5,062 | $3,233 |
SCHWAB STRATEGIC TR | 60,737 | +8,292 | $3,211 |
SCHX | 60,737 | +8,292 | $3,211 |
VANGUARD INDEX FDS (VV) | 14,630 | -1,863 | $3,191 |
VV | 14,630 | -1,863 | $3,191 |
SPDR SER TR (MDYV) | 43,457 | +43,457 | $3,189 |
MDYV | 43,457 | +43,457 | $3,189 |
FIDELITY COVINGTON TRUST | 117,856 | +7,278 | $3,141 |
FREL | 117,856 | +7,278 | $3,141 |
VANGUARD INDEX FDS (VB) | 14,580 | -2,303 | $3,110 |
VB | 14,580 | -2,303 | $3,110 |
SPDR SER TR (SPSM) | 67,982 | -17,009 | $2,867 |
SPSM | 67,982 | -17,009 | $2,867 |
VANGUARD SCOTTSDALE FDS (VGSH) | 49,151 | -42,394 | $2,867 |
VGSH | 49,151 | -42,394 | $2,867 |
ISHARES TR (LQD) | 25,595 | +7,537 | $2,832 |
LQD | 25,595 | +7,537 | $2,832 |
VANGUARD INDEX FDS (VTV) | 18,443 | +7,416 | $2,757 |
VTV | 18,443 | +7,416 | $2,757 |
ISHARES TR (IYW) | 22,078 | +7,288 | $2,710 |
IYW | 22,078 | +7,288 | $2,710 |
BLACKROCK ETF TRUST (LCTU) | 50,917 | +9,892 | $2,665 |
LCTU | 50,917 | +9,892 | $2,665 |
ISHARES TR (IJH) | 9,053 | -3,648 | $2,509 |
IJH | 9,053 | -3,648 | $2,509 |
SPDR SER TR (SPIP) | 93,582 | -6,359 | $2,376 |
SPIP | 93,582 | -6,359 | $2,376 |
ISHARES TR (OEF) | 9,940 | +9,940 | $2,220 |
OEF | 9,940 | +9,940 | $2,220 |
J P MORGAN EXCHANGE TRADED F (JMST) | 43,581 | -40,028 | $2,211 |
JMST | 43,581 | -40,028 | $2,211 |
VANGUARD INDEX FDS (VUG) | 6,796 | +222 | $2,113 |
VUG | 6,796 | +222 | $2,113 |
SPDR S&P 500 ETF TR (SPY) | 4,270 | -966 | $2,030 |
SPY | 4,270 | -966 | $2,030 |
ISHARES TR (DSI) | 20,436 | +2,909 | $1,861 |
DSI | 20,436 | +2,909 | $1,861 |
INVESCO EXCH TRADED FD TR II (PXH) | 96,207 | +727 | $1,838 |
PXH | 96,207 | +727 | $1,838 |
ISHARES TR (IVW) | 23,853 | +873 | $1,791 |
IVW | 23,853 | +873 | $1,791 |
ISHARES TR (USRT) | 34,686 | -2,425 | $1,746 |
USRT | 34,686 | -2,425 | $1,746 |
SCHWAB STRATEGIC TR | 37,751 | +4,562 | $1,704 |
SCHO | 37,751 | +4,562 | $1,704 |
ABRDN ETFS (BCI) | 84,089 | -13,556 | $1,628 |
BCI | 84,089 | -13,556 | $1,628 |
ISHARES TR (EFA) | 21,379 | -10,465 | $1,605 |
EFA | 21,379 | -10,465 | $1,605 |
JOHN HANCOCK EXCHANGE TRADED (JHML) | 23,299 | +621 | $1,370 |
JHML | 23,299 | +621 | $1,370 |
ISHARES TR (SUSC) | 58,130 | +10,519 | $1,353 |
SUSC | 58,130 | +10,519 | $1,353 |
ISHARES TR (IWM) | 6,640 | +364 | $1,333 |
IWM | 6,640 | +364 | $1,333 |
INVESCO EXCHANGE TRADED FD T (PRF) | 36,911 | -5,684 | $1,299 |
PRF | 36,911 | -5,684 | $1,299 |
SPDR SER TR (SPYG) | 17,149 | -73,613 | $1,116 |
SPYG | 17,149 | -73,613 | $1,116 |
VANECK ETF TRUST (ITM) | 22,638 | -16,529 | $1,065 |
ITM | 22,638 | -16,529 | $1,065 |
VANGUARD INDEX FDS (VO) | 4,214 | -198 | $980 |
VO | 4,214 | -198 | $980 |
SCHWAB STRATEGIC TR | 19,626 | +1,583 | $956 |
SCHP | 19,626 | +1,583 | $956 |
ISHARES INC (EMXC) | 16,987 | +16,987 | $941 |
EMXC | 16,987 | +16,987 | $941 |
ISHARES TR (GOVT) | 35,484 | -53,321 | $818 |
GOVT | 35,484 | -53,321 | $818 |
SCHWAB STRATEGIC TR | 37,631 | +1,764 | $779 |
SCHH | 37,631 | +1,764 | $779 |
ISHARES TR (IXC) | 18,405 | +18,405 | $720 |
IXC | 18,405 | +18,405 | $720 |
DBX ETF TR (HYLB) | 18,865 | -105 | $671 |
HYLB | 18,865 | -105 | $671 |
ISHARES TR (IFRA) | 16,295 | +1,461 | $656 |
IFRA | 16,295 | +1,461 | $656 |
ISHARES TR (USMV) | 8,362 | -50,539 | $653 |
USMV | 8,362 | -50,539 | $653 |
VANGUARD WHITEHALL FDS (VWOB) | 9,404 | -245 | $599 |
VWOB | 9,404 | -245 | $599 |
ISHARES TR (DGRO) | 11,098 | +1,474 | $597 |
DGRO | 11,098 | +1,474 | $597 |
ISHARES TR (HYG) | 7,276 | -661 | $563 |
HYG | 7,276 | -661 | $563 |
BLACKROCK ETF TRUST (LCTD) | 11,167 | +2,722 | $488 |
LCTD | 11,167 | +2,722 | $488 |
VANGUARD WHITEHALL FDS (VYM) | 4,330 | +233 | $483 |
VYM | 4,330 | +233 | $483 |
JOHN HANCOCK EXCHANGE TRADED (JHMM) | 9,066 | +875 | $477 |
JHMM | 9,066 | +875 | $477 |
JOHN HANCOCK EXCHANGE TRADED (JHEM) | 16,223 | +717 | $413 |
JHEM | 16,223 | +717 | $413 |
JOHN HANCOCK EXCHANGE TRADED (JHMD) | 12,132 | -125 | $396 |
JHMD | 12,132 | -125 | $396 |
APPLE INC | 2,080 | -120 | $395 |
AAPL | 2,080 | -120 | $395 |
ISHARES TR (EEM) | 9,080 | -5,140 | $365 |
EEM | 9,080 | -5,140 | $365 |
ISHARES TR (TLH) | 3,068 | +3,068 | $332 |
TLH | 3,068 | +3,068 | $332 |
ISHARES TR (SUB) | 2,463 | -2,444 | $260 |
SUB | 2,463 | -2,444 | $260 |
ISHARES TR (SMMD) | 3,642 | +3,642 | $227 |
SMMD | 3,642 | +3,642 | $227 |
JOHN HANCOCK EXCHANGE TRADED (JHSC) | 5,823 | +5,823 | $213 |
JHSC | 5,823 | +5,823 | $213 |
ISHARES TR | $0 (exited) | ||
ESGD | 0 | -8,764 | $0 |
INVESCO EXCHANGE TRADED FD T | 0 | -70,527 | $0 (exited) |
PKW | 0 | -70,527 | $0 |
See Summary: SigFig Wealth Management LLC Top Holdings
See Details: Top 10 Stocks Held By SigFig Wealth Management LLC
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
IJS | +61,373 | +$6,326 |
SPYV | +133,642 | +$6,232 |
IWY | +26,029 | +$4,561 |
MDYV | +43,457 | +$3,189 |
OEF | +9,940 | +$2,220 |
EMXC | +16,987 | +$941 |
IXC | +18,405 | +$720 |
TLH | +3,068 | +$332 |
SMMD | +3,642 | +$227 |
JHSC | +5,823 | +$213 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
PKW | -70,527 | -$6,345 |
ESGD | -8,764 | -$606 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
PDBC | +189,884 | -$5,295 |
USXF | +67,714 | +$4,966 |
SCHE | +63,446 | +$1,834 |
EAGG | +54,690 | +$3,436 |
USSG | +43,798 | +$3,122 |
EUSB | +38,525 | +$2,389 |
GSIE | +35,096 | +$11,887 |
GEM | +32,532 | +$7,008 |
ESML | +31,140 | +$2,062 |
ESGE | +27,959 | +$1,184 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
SPLG | -598,558 | -$20,129 |
SPAB | -265,908 | -$5,660 |
VEA | -178,240 | -$3,662 |
MUB | -75,190 | -$6,883 |
SPYG | -73,613 | -$4,264 |
VWO | -64,771 | -$1,702 |
GOVT | -53,321 | -$1,139 |
USMV | -50,539 | -$3,610 |
SPEM | -43,483 | -$883 |
Size ($ in 1000's)
At 12/31/2023: $2,638,397 At 09/30/2023: $2,494,881 Combined Holding Report Includes:
SigFig Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from SigFig Wealth Management LLC 13F filings. Link to 13F filings: SEC filings |